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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $354,162 | $176,077+101.1% | $159,455+122.1% | $167,518+111.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.16% | 331.83%-312.7pp | 263.63%-244.5pp | 478.71%-459.6pp |
| Employer contribution / active EE | $7,309 | $5,298+38.0% | $4,830+51.3% | $4,838+51.1% |
| Participant deferral / active EE | $11,033 | $7,751+42.3% | $7,353+50.1% | $6,342+74.0% |
| Admin fee / account holder | $100,214 | $12,556+698.1% | $10,800+827.9% | $12,312+713.9% |